Stephen Lyoung Ong
Investment adviser representative at Savvy
11 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- SavvyMay 2026 to now
- Ballentine Partners, LLCJan 2026 to Apr 2026
- Ballentine Partners LLCJun 2023 to Dec 2025
- Fidelity InvestmentsJun 2022 to Aug 2022
- Beach Point Capital ManagementJun 2021 to Aug 2021
- Tufts UniversitySep 2019 to May 2023
- Market BasketOct 2018 to Aug 2019
- Five Below, IncNov 2016 to Nov 2017
- Lynn Classical High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7808092
- Firm CRD
- 318493